基础化工行业研究:多产品涨价,继续看好大化工板块投资机会

国金证券
Feb 02

(以下内容从国金证券《基础化工行业研究:多产品涨价,继续看好大化工板块投资机会》研报附件原文摘录)本周市场有所震荡,其中申万化工指数下跌0.86%,跑输沪深300指数0.94%。标的方面,本周涨价品种表现强势。行业变化变化方面,基础化工行业,本周多产品涨价,包括染料、对硝基氯化苯,近期的变化在于出口退税的取消,该事件加速了相关产品的抢出口,往后看,可能会有更多的品种涨价。AI行业,行业强劲需求拉动...

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